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How to Fetch Only Sales Entities and Custom Objects Using Dynamics 365 Web API?

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Posted on by CU27020224-0

Hi everyone,

I’m using the Dynamics 365 Web API to fetch entity definitions by calling:

GET [Organization URI]/api/data/v9.2/EntityDefinitions

This returns 1,400+ records, but I only need to retrieve:

1. Entities related to Dynamics 365 Sales.

2.Custom entities created by users within Sales CRM

I have tried:

•Filtering with IsCustomEntity eq true, but this returns all custom entities across all apps, not just Sales.
•Checking SchemaName and LogicalName manually, but there’s no clear indicator that an entity belongs to Sales.
•Exploring SolutionComponents to determine if an entity belongs to the Sales solution, but this requires extra API calls.

My Question:
👉 Is there a way to directly filter or query only Sales-related entities (both standard and custom) using the Web API?
👉 Is there an attribute in EntityDefinitions that specifically indicates an entity is part of Sales CRM?
👉 Are there any best practices to determine if an entity is associated with Sales without excessive filtering or multiple API calls?

Would appreciate any insights or workarounds! 🚀 Thanks in advance!

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Dynamics 365 general

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Aymen CHELBI on at

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Hello

Try this approach :

Use logical naming conventions to filter entities, such as "account", "contact", "opportunity", etc., that are standard in Sales CRM.

Use the IsCustomEntity filter for custom entities and the SolutionComponents API to identify Sales-related entities within the Sales solution.

There is no direct flag in the EntityDefinitions API indicating Sales CRM-specific entities, but combining these methods can help you narrow down the results efficiently.

Best regrds,

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Dharanidharan Super User 2025 Season 2 on at

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Hi,

My suggestions are as follows:

1. Unfortunately, there isn't a direct attribute in EntityDefinitions that indicates an entity is part of Sales CRM. However, you can use the SolutionComponents approach to filter entities that belong to the Sales solution. This might require additional API calls but ensures accuracy.

2. There is no specific attribute in EntityDefinitions that marks an entity as part of Sales CRM. You might need to rely on the SolutionComponents to identify entities associated with the Sales solution.

3. Best practices:

Use Solution Components: Although it requires extra API calls, querying SolutionComponents to filter entities belonging to the Sales solution is a reliable method.

Custom Metadata: If feasible, consider adding custom metadata or tags to your entities to easily identify them as part of Sales CRM.

Documentation and Naming Conventions: Maintain clear documentation and consistent naming conventions for custom entities to easily identify their purpose and association with Sales CRM.

I hope these suggestions help! If you need further assistance or have more questions, feel free to ask. 😊

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